Aditya Birla SL Equity Fund (Equity, Multi Cap)

Moderately High
21 yrs 5 monthsStarted on:27 Aug 1998
₹ 11856.05 Cras on: 20 Jan 2020
Long Term Horizon
1.84%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. The scheme would adopt top-down & bottom-up approach of investing & a portion of the scheme will also be invested in IPOs, emerging sectors & other primary market offerings.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD2.14
1 Month2.07
3 Month8.27
1 YR11.87
2 YR2.40
3 YR10.72

SIP Returns

TenureReturns (CAGR)
1 YR17.51
2 YR9.13
3 YR7.65
5 YR10.44
10 YR14.17

Portfolio

Company Name% Assets
ICICI Bank Ltd.9.79
HDFC Bank Ltd.9.5
Infosys Ltd.4.2
Dr. Reddy's Laboratories Ltd.3.99
Bajaj Finance Ltd.3.55
Tech Mahindra Ltd.3.55
Bharti Airtel Ltd.3.4
Sun Pharmaceutical Inds. Ltd.3.21
State Bank of India3.19
Larsen & Toubro Ltd.2.79

Top Sectoral Holdings

Sector Name% Assets
Financial38.22
Healthcare10.79
Technology9.97
Construction6.94
FMCG5.29
Energy4.47
Chemicals3.75
Communication3.4
Metals3.13
Cons Durable2.59

Indicators

LabelValue
Portfolio turnover ratio41
Standard Deviation12.81%
Beta0.92%
Sharpe Ratio0.48

Anil Shah

Mr.Shah is a B.com, CA and a cost accountant
Prior to joining BSL AMC he has worked with RBS Equities (India) Ltd. for around 15 years.

Other Funds Managed by Anil Shah